Bleakley Financial Group, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Bleakley Financial Group, LLC (EIN 47-2523848) is a plan sponsor located in Fairfield, NJ with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
47-2523848
Location
Fairfield, NJ
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Bleakley Financial Group, LLC

  • 3 loaded plans.
  • Plans cover 397 reported participants.
  • 0 of 3 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assetsNot reported
Total reported assetsNot reported
Total reported participants397
Total reported liabilitiesNot reported

Financial-statement amounts are not reported in the loaded dataset for this company's plans yet.

Data coverage

Plans with financial statements0 / 3 ()
Plans with provider compensation0 / 3 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Participants per plan132Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #503 · 156 participants · 2023
  2. 2
    Bleakley Financial Group LLC Dental And Vision Plannot reported in the loaded dataset
    Plan #502 · 124 participants · 2023
  3. 3
    Bleakley Financial Group LLC Health Plannot reported in the loaded dataset
    Plan #501 · 117 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Bleakley Financial Group, LLC. Open one for its full reported snapshot.

  1. 2023
    Bleakley Financial Group LLC Dental And Vision Plan124 participants · 2No schedules
    View filing →
  2. 2023
    Bleakley Financial Group LLC Health Plan117 participants · 2No schedules
    View filing →
  3. 2023
    Bleakley Financial Group LLC Life And Disability Plan156 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Bleakley Financial Group, LLC report on Form 5500?
Bleakley Financial Group, LLC (EIN 47-2523848) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Bleakley Financial Group, LLC?
The Employer Identification Number (EIN) reported for Bleakley Financial Group, LLC is 47-2523848.
What is the latest Form 5500 filing year for Bleakley Financial Group, LLC?
The latest loaded Form 5500 filing year for Bleakley Financial Group, LLC is 2023.

Related Form 5500 pages